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Michael Jon Santo

Wealthspire Advisors

Boca Raton, FL

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-07
  • FL RA
    APPROVED
    Since 2026-05-07

Branch Locations

150 E Palmetto Park Road, Suite 500, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, Private Bank Fort Lauderale FL 11/2007 06/2024
Wealthspire Advisors Boca Raton FL 06/2024 Present
  • 11/2007 → 06/2024
    Bank Of America, Private Bank
    Fort Lauderale, FL
  • 06/2024 → Present
    Wealthspire Advisors
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
S63 Uniform Securities Agent State Law Examination 2006-06-09
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09

View on SEC IAPD

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